Websites & patient experience · Practical guide

Agree who can approve practical patient information

An editor receives a request to alter a fee, referral rule or arrival instruction but cannot tell who can confirm the underlying fact. Publishing the request immediately risks spreading an unverified arrangement. Small practical changes need a clear route to publication. Reception may know that an entrance has moved, while a service lead needs to confirm a change to appointment preparation.

Healthcare website and appointment calendar displayed on devices at an empty clinic reception.
Make the website useful for the people who use your practice.

What to change

Assign approval according to the fact being changed, using the practice's established responsibilities. Keep ordinary editorial polishing distinct from changing the service described.

A worked example

Illustrative example

A receptionist reports a changed arrival desk. The local premises owner confirms the route, then the editor updates both the location page and the printable arrival sheet.

Healthcare website design showing connected desktop and mobile service and enquiry layouts.
Make the service and next step clear on every screen.
Healthcare website accessibility illustrated by a focus outline, keyboard key, contrast samples and form.
Review keyboard access, contrast and understandable form fields.

Put it into practice

Agree who supplies the fact, who checks it and who updates the page. Keep those responsibilities proportionate to the change. Ask for a simple example of the process so urgent corrections do not wait for someone to interpret a complicated approval chart.

Provide a named backup for routine factual corrections. A clear process should still work when the usual approver is away, particularly for details such as a changed entrance or contact number.

What to agree before publishing

Agree approval according to the fact being changed. Reception may confirm a new public telephone number, while appointment instructions need the relevant service lead. The editor should know whom to ask and where the approved wording is recorded. Use a fictional correction to demonstrate the route, including what happens if the usual colleague is away. A workable process makes accurate updates easier; it should not turn a simple entrance correction into an indefinite wait for several unrelated people.

How to check the result

A factual edit has a responsible basis and reaches the related patient-facing content.

A mistake to avoid

Do not mistake an editor's ability to publish for authority to define a fee, clinical scope or booking rule.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.

Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

Need help with this?

Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.

Explore websites & patient experience services or discuss your project.

Try the free Healthcare Digital Planner to find your starting priority.